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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,056 | $160,028+0.6% | $147,080+9.5% | $145,884+10.4% |
| Participation rate | 22.7% | 84.0%-61.3pp | 82.2%-59.5pp | 80.3%-57.6pp |
| Annual return | 14.97% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,929 | $8,422-65.2% | $8,066-63.7% | $6,690-56.2% |
| Admin fee / account holder | $162 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |